See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,397 | $81,248+192.2% | $155,509+52.7% | $80,856+193.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.97% | 33.31%-14.3pp | 64.67%-45.7pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,297 | $3,100+38.6% | $4,672-8.0% | $2,755+56.0% |
| Participant deferral / active EE | $13,562 | $3,452+292.9% | $5,626+141.1% | $4,296+215.7% |
| Admin fee / account holder | $140 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |